Iain Sharpe

About Iain Sharpe

Iain Sharpe - Managing Director, Wealth Management Advisor I••••••••@ml.com I\'m proud to be named to Forbes \"Best-in-State Wealth Advisors\" list in 2024, 2023, 2022, 2021 and 2018 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). Also, proud that my team, The Sharpe Group, was named to the Forbes \"Best-in-State Wealth Management Team\" list, 2025 and 2024.(Published on January 9, 2025. Rankings based on data as of March 21, 2024.) Visit My Website for timely information that matters to you as well as a list of our upcoming events! https://fa.ml.com/texas/houston/sharpe_group/ Areas my team and I focus on are- Advice and Planning - Retirement Planning Needs - Credit and Lending - Estate Planning Services - Investments - Banking - Services For Businesses - Employee Benefit Programs - Home Financing services from Bank of America, N.A. At the Sharpe Group at Merrill Lynch Wealth Management, we help a select group of families, executives, business owners and business entities handle the opportunities and challenges that come with preserving and growing wealth. Wealth management is an ongoing process that helps bring you and your family\'s goals and aspirations to life. Whether you are in the wealth creation, preservation or transfer stage of your life, we will customize our services and offer sophisticated strategies to help you fulfill your financial objectives. Our breadth and depth of industry knowledge combined with our access to the full resources of Merrill can help you pursue and maintain your vision of financial success. The Team: We add value to our clients with our team approach and help our clients pursue the lives they envisioned by leveraging Merrill\'s investment resources and Bank of America, N.A.\'s banking resources. Tel: 71••••••30 I••••••••@ml.com NMLS# 620078 *Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Experience

1. Wealth Management Advisor, Managing Director

   Merrill Lynch

   Mar 1999 — Present

   EXPERIENCE: Iain is a Managing Director and Wealth Management Advisor. I\'m proud to be named to Forbes \"Best-in-State Wealth Advisors\" list in 2024, 2023, 2022, 2021 and 2018 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). I believe that it\'s important to offer trusted advice and guidance to help you make informed and confident decisions about your goals. Having worked in the hospitality industry in the past with Four Seasons, I truly believe in the importance of providing outstanding service. The team of individuals I work with have been chosen for their outstanding financial skills and their commitment to our clients. GETTING TO KNOW IAIN: I live in Houston with my wife Brooke and our two son\'s. When I\'m not watching them play sports, I enjoy hitting the fairway for a round of golf.

Education

• University of Houston

  Bachelor's Degree

  1989 — 1994

Skills

• Wealth Management
• Investments
• Home Financing